Morgan Stanley
46yrs
Top advisor by experience in Coral Springs
15yrs
Ryan Schultz
Financial advisor at Citigroup Global Markets
Ryan Schultz is a fiduciary financial advisor in Coral Springs, Florida, with 15 years in the industry. After 11 years at Cetera Investment Advisers and three years at MML Investors Services, Ryan joined Citigroup Global Markets in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 126 advisors with offices in Coral Springs, and one of 111 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors at Citigroup Global Markets
OfficeCoral Springs, FL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowCitigroup Global Markets Inc.Current firm
- 2014 – 2025Cetera Investment Advisers LLCPreviously
- 2011 – 2014MML Investors Services, LLCPreviously
Contact Ryan
(212) 816-6000Firm headquarters in New York, NY. Ask for Ryan. Coral Springs, FLOffice · Get directions YouTube channelCitigroup Global MarketsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Citigroup Global Markets at (212) 816-6000 and ask for Ryan Schultz. Ryan works from the Coral Springs, FL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2011, about 15 years. More experience than 61% of advisors at Citigroup Global Markets.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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